Start Smart: Free Financial Tools for Small Businesses

Colorful 3D bar chart with orange and blue bars on a white grid background.
Income & Expense Tracker

Easily track where your money is coming from and where it’s going with this organized, beginner-friendly spreadsheet.

Open planner with tasks for Tuesday, August 8, 2023, on a blue surface, accompanied by a cup of tea, black and blue pens, a notebook, and green plant leaves.
Monthly Bookkeeping Checklist

Stay on top of your books with this easy-to-follow monthly checklist designed for small business owners.

A cartoon pink piggy bank with a dollar coin on its back, surrounded by colorful spheres and cubes on a light background.
Budget Template

A simple and customizable budgeting spreadsheet to help you plan and manage your business finances month by month.

A person's hand on a MacBook Pro laptop displaying a line graph or waveform, with a blurred conference room or office background.
QuickBooks Set Up Checklist

A guided list of everything you need to get your QuickBooks account set up properly from the start.

Person using a calculator on a wooden desk, with a potted plant to the left and a yellow mug to the right.
Sales Tax Tracker

A straightforward tool to help you monitor taxable sales, track what you owe, and stay compliant with your state’s sales tax rules.

A desk with a cup of black coffee, tax documents, a calculator, a pen, and a yellow phone with calculator app open.
Sales Tax Readiness Checklist

Use this checklist to make sure your business is prepared to calculate, collect, and file sales tax accurately.

Done with DIY bookkeeping?

Tell us about your business — we’ll handle the books.

Schedule Your Free Consultation